Forum Discussion

AJ's avatar
AJ
New Contributor III
4 years ago

Journal report for multiple workflows

Hi All, We have a requirement to get journal report for all entities irrespective of which workflow was used to post the journals Example - There are different BU related workflow ( example BU M ...
Reports
PFugereCSO's avatar
PFugereCSO
Icon for OneStream Employee rankOneStream Employee
4 years ago

I don't know if you looked at the Standard Application Reports from the Marketplace.  There is one specifically called Journal Reports under Data Entry.  This report allows you to see journals by status, by entities and accounts.   Even if you don't like the report, you can copy how it is set up and modify it.

You will need to look at your security, because if users do not have access to view the journals, no report will work.

  • AJ's avatar
    AJ
    New Contributor III
    4 years ago

    Thank you PFugereCSO 

    I will check it as well.

    Users do have access to journals which they have posted via their workflows , however requirement here is to get the all journals posted via different workflows for same entities.

     

    I will look for marketplace solutions.

    Thanks

    Amol

    • NickLaFave's avatar
      NickLaFave
      New Contributor II
      4 years ago

      Hello all,

      Similar to the question posed above, we have successfully installed the "Standard Application Reports" marketplace solution and can view the "Journal Detail" reports by workflow based on the user's selected Workflow POV.  Is there a way to leverage this same report to pull all journals for all workflows, regardless of a user's selected Workflow POV?

      Thanks,

      Nick

      • PFugereCSO's avatar
        PFugereCSO
        Icon for OneStream Employee rankOneStream Employee
        4 years ago

        I believe you would need to customize the report to do it, but it can be done.